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Stephens Consulting’s Worthington Steel WS Stock Holding History

Stephens Consulting’s Portfolio WS Stock Details WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15
Closed -$380 – 2022
2025
Q1 		$380 Buy
+15
New +$423 ﹤0.01% 1138
2024
Q3 		– Sell
-20
Closed -$668 – 657
2024
Q2 		$668 Buy
+20
New +$655 ﹤0.01% 619

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stephens Consulting's WS Position: Q2 2025 in Review

Stephens Consulting sold out of Worthington Steel (WS) in Q2 2025, closing a stake of 15 shares — an estimated $380 sold.

Stephens Consulting first reported a position in WS in Q2 2024 and held it in 2 quarters. The position peaked at $668 in Q2 2024. 209 funds tracked by Wall St. Rank hold WS as of Q2 2025.

  • Stephens Consulting reported no remaining Worthington Steel position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 15 Worthington Steel shares in Q2 2025, an estimated $380.
  • Stephens Consulting first reported a position in Worthington Steel in Q2 2024 and held it in 2 quarters.
  • Stephens Consulting's Worthington Steel position peaked at $668 in Q2 2024.
  • 209 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.